GOP Bill Introduced in Senate to Permit CITs in 403(b) Plans
The latest bill is one of several pending measures that aim to allow 403(b) plans to invest using the cheaper...
Tag: CIT
CITs in 403(b)s, Roth Rollovers, Among Priorities for Government Plans
NAGDCA laid out these and other 2024 legislative priorities.
GAO Recommends DOL Update TDF Guidance
GAO reports concerns about a lack of understanding of TDF glidepaths and the growth of CIT TDFs.
Can 403(b)s and CITs Some Day Be Friends?
Legislation to permit the pooled investment into 403(b) plans continues to inchworm its way through Congress.
Congress Publishes SECURE 2.0 Corrections Draft Legislation
The bill would correct errors related to catch-ups, RMDs and Starter Plans.
CITs Surpass Mutual Funds as Preferred Investment Vehicle for DCIOs
Providers of collective investment trusts are expected to target midsize and large DC plans in the coming year.
Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans
The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Blended TDF Uptake Remains Low, but ‘There’s Clearly Something Shifting’
Only 9% of advisers report using blended TDFs, but 93% are interested in them, according to a T. Rowe Price...
Retirement Industry People Moves
CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and...
DCIO Execs Talk ‘Battle-Tested’ Investment Process
TIPs, emerging market equities and commodity-oriented investments are seen as safe hedges right now.
